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Initial Setup

The following is an example outline of the initial setup procedure along with suggested values.

  • Select desired company
  • Open the setup card
    • Press on the action item "Edit", if you are not in edit mode
    • Press the ActionItem "Create number series" and follow the displayed instructions
    • In the "Services" tab, check the box next to CreditSolution.
    • Check the version once, whether "All is well" is displayed in the Status field
    • Close the setup card
  • Open the user setup list by clicking on "CreditSolution2Dynamics user setup".
    • Press the "New" action item
    • Press on User ID field
    • Select the desired user from the list
    • Enter CreditSolution user and CreditSolution password in the user line
    • Press the "Test CreditSolution Connection" button once during initial setup. In case of problems with the login, a list of common mistakes is available.
    • Close the user facility
  • Open countries/regions list by pressing "Countries/Regions"
    • Press the "Import country list" action item during initial setup.
    • For frequently used countries for queries, enter the BC country identifier in the list
    • Close countries/regions list
  • Open the currency assignment list by pressing "Currency Assignment"
    • Press the "Download currency list" action item during initial setup.
    • For frequently used currencies, enter the BC currency code in the list
    • Close currency assignment list

This completes the exemplary initial setup.